Investors' Soapbox PM

Two Picks Boosted by Google Trends

Finisar and Applied Optoelectronics look ready to benefit.

April 18, 2014

Raymond James & Associates

Google's capital-expenditures report is a positive for datacenter vendors.

Wednesday's earnings report from Google (ticker: GOOGL) may provide early indications that datacenter spending, could be very strong in the quarter and bode positively for our stocks with material exposure to datacenter spending, especially Finisar (FNSR) and Applied Optoelectronics (AAOI). More specifically, Google...